Senior Tax Accountant / CPA

Trueline Publishing, LLC; Louisville (KY); Sur place; USD 70 000 - 100 000; Plein temps

Résumé du poste

Trueline Publishing, LLC in Louisville, KY, is seeking a Senior Tax Accountant / CPA to prepare federal and state individual income tax returns, provide tax planning, and build lasting client relationships within a boutique practice.

The role emphasizes hands-on work, deadline ownership, and growth toward leadership on a small team; CPAs and Enrolled Agents with strong communication and detail orientation are encouraged to apply.

Qualifications

• License as CPA or Enrolled Agent.
• Experience independently preparing individual income tax returns (Schedule C/E).
• Strong attention to detail and deadline management.
• Clear, professional client communication and service mindset.
• Willingness to work additional hours during tax season (around 50 hours/week).

Responsabilités

• Prepare federal and state individual income tax returns, including self-employment and rental properties.
• Manage an assigned client workload and meet filing deadlines.
• Communicate with clients to gather information and support tax planning.
• Prepare partnership, S-corp, and trust returns based on experience.
• Collaborate with wealth management professionals on coordinated tax planning.
• Use cloud-based tax tools for accurate, efficient work.
• Review returns and contribute to process improvements.

Connaissances

Tax preparation

Schedule C/E

Attention to detail

Client communication

Tax season hours

Formation

CPA license or Enrolled Agent credential

Outils

CCH Axcess Tax

Liscio

SurePrep

Description du poste

Senior Tax Accountant / CPA

Louisville, KY | Full-Time

Trueline is seeking a Senior Tax Accountant to prepare individual income tax returns, provide thoughtful tax planning, and build lasting client relationships within an established boutique tax practice.

This opportunity is well suited to a tax professional who enjoys hands‑on work, takes ownership of deadlines, and wants a meaningful role on a small team. Experienced CPAs interested in future practice leadership are encouraged to apply, as are strong Enrolled Agents and tax accountants seeking continued technical growth.

What You'll Do

• Prepare federal and state individual income tax returns, including returns involving self‑employment income, rental properties, and other complex tax situations.
• Manage an assigned client workload, track outstanding information, and meet filing deadlines.
• Communicate directly with clients to gather information, answer questions, and support tax planning.
• Prepare partnership, S‑corporation, and trust returns based on your experience, with opportunities to develop additional expertise.
• Collaborate with wealth management professionals to support coordinated tax and financial planning.
• Use cloud‑based tax preparation and document‑management tools to support accurate, efficient work.
• Review returns and contribute to process improvements as your experience allows.
• Potentially take on mentoring, advisory, or practice leadership responsibilities over time.

What You'll Bring

• Professional income tax preparation experience, ideally within a CPA firm or public accounting practice.
• Demonstrated ability to independently prepare individual income tax returns, including Schedule C and Schedule E.
• Strong attention to detail and the ability to manage competing deadlines.
• Clear, professional communication and a client‑service mindset.
• Willingness to work additional hours during tax season, generally around 50 hours per week, with some peak weeks approaching 60.
• Ability to work with a Louisville‑based team and attend the office as required.

Candidates with two to three years of strong, relevant experience are encouraged to apply. More experienced tax professionals are also welcome.

Preferred Qualifications

• CPA license or Enrolled Agent credential.
• Experience using CCH Axcess Tax.
• Experience preparing partnership, S‑corporation, or trust returns.
• Complex individual or high‑net‑worth tax experience.
• Tax planning, return review, or IRS representation experience.
• Interest in mentoring, practice growth, or future leadership.

Business and trust return experience is helpful but not required for candidates with strong individual tax preparation skills.

Why Consider This Opportunity?

• An established client base without a requirement to bring a book of business.
• Direct client relationships and collaboration with wealth management professionals.
• Modern technology, including CCH Axcess, Liscio, and SurePrep.
• Opportunities to expand your technical expertise and responsibilities.
• Flexibility in how work is organized, with scheduling and office expectations discussed during the interview process.
• Potential long‑term practice leadership and ownership discussions for the right CPA, subject to a future agreement.

Compensation will reflect experience and scope of responsibility. The salary structure, performance incentives, and benefits will be discussed during the interview process.